Retirement
Retirement | 18 Feb 16
Key traits the experts look for in a wealth manager
Whatever anyone says, past performance is still used as a guide when allocating clients’ money – but it is thankfully not the only guide.
Retirement | 15 Feb 16
Putting your pension first
Pensions are a tax efficient and flexible way to save towards retirement but time is running out in the UK to use this year’s allowance, says Sarah Lord, managing director of Killik Chartered Financial Planners.
Retirement | 13 Feb 16
In the firing line
David Denton, head of international technical sales, Old Mutual Wealth
As pension transfer advice comes under increased scrutiny from the regulator, David Denton, head of international technical sales at Old Mutual Wealth, looks at the FCA’s research and the impact on advisers providing retirement advice to clients with UK schemes.
People Moves | 8 Feb 16
Boal & Co targets Qrops expansion as new director appointed
Isle of Man-based pensions provider Boal & Co is set to build on an expansion of its international Qrops business with the promotion of Danny Winrow to the management team following the death of its founder and chairman Gary Boal.
Momentum Pensions adds lower-cost Qrops and Sipp products
Momentum Pensions is extending its product range to include lower-cost solutions for international clients to meet a rise in demand from investors with minimum funds of £20,000.